Expert Guidance
Receive expert guidance from industry professionals who will help you navigate the complexities of Salesforce architecture.
Hands-On Learning
Engage in practical, hands-on learning experiences to solidify your understanding of platform sharing and visibility best practices.
Certification Prep
Prepare effectively for the Salesforce Certified Platform Sharing and Visibility Architect exam with our targeted curriculum and resources.
Who needs to attend this workshop?
Role Reason to Take Priority CTA Aspirant Mandatory step for the certification path. Must-Take Solution Architect Validates expertise in the most critical & complex area of Salesforce design. Must-Take Security/Compliance Architect Deepens knowledge of data visibility controls and audit capabilities. Should-Take ISV/Partner Lead Architect Essential for designing secure, scalable managed packages. Should-Take Senior Technical Consultant Distinguishes you as an expert in sharing and visibility. Should-Take Advanced Administrator Career progression into architecture; formal validation of deep skills. Could-Take Bottom Line: If you are architecting Salesforce solutions where "who sees what" is a complex, business-critical requirement, this certification is for you. Its primary purpose is to serve as a key milestone for the Technical Architect journey, but its value extends to any senior technical role where data security architecture is paramount.
What you'll learn
Master the "Sharing Stack" Through Structured Scenarios
You’ll move beyond memorizing tools to architecturally layering them in complex, exam-style scenarios. The workshop drills into the precise interaction order of the 8-layer "Sharing Stack" (e.g., when a Territory Model overrides a Role Hierarchy, or how Apex Managed Sharing interacts with a Sharing Rule). This is the core analytical skill for the test.
Crack the Performance & Scalability Cases
You’ll gain the decision framework for high-volume or complex data models. The workshop focuses on the performance implications of sharing calculations (record ownership, large role hierarchies, sharing rule criteria) and how to mitigate them—a key differentiator between a competent designer and a true architect.
Practice "Build vs. Buy" for External Data Visibility
You’ll get hands-on practice with the most advanced topics: when and how to use Salesforce Connect (vs. Big Objects or Data Lake) for external data, and designing secure sharing models for Experience Cloud sites and B2B integrations. This is often the most challenging section, and dedicated workshop time is crucial.
What you'll learn
Accelerated Mastery of the "Sharing Stack" Decision Framework
You'll rapidly internalize the priority and interaction of all eight sharing layers through concentrated case studies. The workshop forces you to apply the stack to complex, ambiguous scenarios—the exact format of the exam—moving from theory to practical architectural decision-making in a single, intensive session.
Laser Focus on High-Yield, Complex Topics
Time is spent on the 20% of material that causes 80% of the difficulty: performance trade-offs of sharing recalculations, nuanced use of Apex Managed Sharing vs. Declarative tools, and designing for external data sharing (Salesforce Connect) and Experience Cloud. You skip the basics and drill deep into what separates passers from failures.
Test-Taking Strategy and Pattern Recognition
Beyond knowledge, you learn how to dissect exam questions. The workshop teaches you to identify "red herrings," spot key architectural constraints (volume, latency, governance), and choose the most scalable and maintainable solution—not just a functionally correct one. This exam strategy is critical under time pressure.
What you'll learn
The "Exam Blueprint" Decoded
You get a laser-focused review of the exact topics and weighting from the official exam guide. The instructor highlights the most-tested concepts—like Sharing Rule mechanics, Apex Sharing Reasons, and External Sharing models—and identifies what you can safely skim. This maximizes your study ROI for the final stretch.
Key Decision Drills on the "Sharing Stack"
Through rapid-fire scenarios, you practice the critical skill of layering sharing tools in the correct order. You’ll drill the most common and tricky interactions (e.g., how Territory Models override Roles, when to use Grant Access Using Hierarchies) to build instinct for the exam’s complex, multi-choice questions.
Test Strategy and Question Dissection
You learn how to read and answer like an architect. This includes time management, identifying distractors, and applying the core exam mantra: "Choose the most scalable, maintainable, and declarative-first solution that meets all requirements." This mindset shift is essential for passing.
Meet your instructors
I'm Khalid Magdy, excited to share my expertise in Salesforce architecture with you. Having faced and overcome challenges in my journey to success, I understand the value of comprehensive learning. My goal is to empower you to excel as a Salesforce Certified Platform Sharing and Visibility Architect.
Curriculum
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1
Introduction to Sharing and Visibility
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(Included in full purchase)
Navigating Sharing Rules
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(Included in full purchase)
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2
Implementing Sharing Strategies
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(Included in full purchase)
Role Hierarchies and Sharing
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(Included in full purchase)
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3
Advanced Visibility Techniques
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(Included in full purchase)
Field-Level Security
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(Included in full purchase)
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4
Testing Your Knowledge
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(Included in full purchase)
Real-World Scenarios
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(Included in full purchase)
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5
Certification Success Strategies
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(Included in full purchase)
Exam Day Tips
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(Included in full purchase)
What People Are Saying
Discover how our course is making a difference and helping individuals like you succeed in the Salesforce ecosystem.
I've collected most of the Application Architect certs and thought I knew Salesforce security inside and out. The Sharing and Visibility Architect exam was a humbling reality check. It's not about knowing what a sharing rule is; it's about knowing when to use it over a criteria-based ownership update in a flow, while considering license types and portal user access. Studying for this cert forced me to think in terms of large, complex, multi-tenant orgs with conflicting requirements. I failed my first attempt, and it was the best thing that happened. It showed me the gaps in my practical knowledge. When I finally passed, it wasn't just a credential—it was proof that I could design a secure, scalable, and performant data model for any enterprise. It's the single most valuable badge I have, and it directly led to my current role leading architecture for a global implementation.
When I see 'Sharing and Visibility Architect' on a resume, it immediately goes to the top of the pile. In a sea of credentials, this one stands out. It tells me the candidate has been through the fire and has the deep, architectural thinking we need for our complex, multi-business unit org. It's not just a test of knowledge; it's a test of judgment. The certified individuals I've hired demonstrate a fundamental understanding of how to balance security with business agility. They preempt data visibility problems we didn't even know we had. For any company with serious data security requirements or a complex organizational hierarchy, this certification is a powerful signal of a candidate's ability to deliver a robust and trustworthy solution.
I started as an 'accidental admin' and worked my way up over eight years. I tackled every security and sharing fire you can imagine—unintended data exposure, performance crawls from poorly written Apex, you name it. This certification felt like the formal validation of all those hard-won lessons. The exam is brutal because it mirrors reality: the business needs are messy, the requirements are never black-and-white, and the 'correct' answer is often the one that avoids a future performance nightmare or administrative burden. It's the one certification where I tell people, 'Don't even look at the study guide until you've personally designed and had to maintain the security model for an org with 1000+ users.' It's the pinnacle of platform mastery.
NextEd Training Academy: Cancellation & Refund Policy for Live Instructor-Led Courses
1. Policy Overview At NextEd Academy, we are committed to delivering high-quality, live instructor-led training. To ensure great experience for all participants and to manage course enrollment, instructor scheduling, and resource allocation effectively, we have established the following policy. Enrollment on any course constitutes agreement to these terms. 2. Course Rescheduling by the Academy We reserve the right to reschedule or cancel a course due to low enrollment or unforeseen circumstances. If we must reschedule or cancel: • You will be notified at least 5 business days prior to the course start date. • You will have the option to transfer your enrollment to the next available session or receive a full 100% refund. 3. Student Cancellation & Refund Policy Because seats in our live workshops are limited and reserved, the following policy applies: • Full Refund: Cancellations received more than 10 business days before the course start date are eligible for a full refund. • Partial Refund/Credit: Cancellations received 5 business days before the start date is eligible for a 50% refund OR a 100% credit toward a future course. • No Refund: After the course has commenced, are not eligible for a refund. You will, however, receive full course materials. 4. Missed Live Sessions (For Multi-Day Courses) We understand you might miss a single session within a multi-day course. • Recorded Sessions: All live sessions are recorded. If you miss a session, you will be provided with a link to the recording for review. • Make-up Session: Depending on trainer availability, you may be allowed to attend the same session in a parallel running cohort (if one exists) to make up for the missed class. This is offered on a best-effort basis and is not guaranteed. 5. Transfer Policy We offer more flexibility with transfers than with cancellations to keep you on your learning path. • You may transfer your registration to another person at no cost, provided you notify us at least 3 business days before the course starts. • You may transfer your own registration to a future session of the same course once, if requested more than 8 business days before the original start date. Transfers requested after this period may incur a re-booking fee of 15% of the course cost. 6. Exceptions for Extenuating Circumstances Exceptions to this policy may be considered on a case-by-case basis for documented, serious circumstances such as: • Medical Emergency: A serious personal illness or injury (a doctor's note may be required). • Family Bereavement: The death of an immediate family member. • Significant Unforeseen Event: Other critical circumstances as determined at the sole discretion of the Academy management. In such cases, we will work with you to provide course credit or a partial/full refund.
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